PFA
Plotkin Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
1,901
-36
| -2% | -$20.4K | 0.6% | 32 |
|
|
2025
Q1 | $995K | Hold |
1,937
| – | – | 0.61% | 33 |
|
|
2024
Q4 | $1.04M | Sell |
1,937
-93
| -5% | -$50.1K | 0.62% | 32 |
|
|
2024
Q3 | $1.07M | Sell |
2,030
-122
| -6% | -$64.4K | 0.64% | 33 |
|
|
2024
Q2 | $1.08M | Buy |
2,152
+41
| +2% | +$20.5K | 0.69% | 32 |
|
|
2024
Q1 | $1.01M | Buy |
2,111
+57
| +3% | +$27.4K | 0.67% | 33 |
|
|
2023
Q4 | $897K | Sell |
2,054
-203
| -9% | -$88.7K | 0.68% | 27 |
|
|
2023
Q3 | $886K | Buy |
2,257
+148
| +7% | +$58.1K | 0.78% | 26 |
|
|
2023
Q2 | $859K | Buy |
2,109
+17
| +0.8% | +$6.92K | 0.71% | 28 |
|
|
2023
Q1 | $787K | Sell |
2,092
-278
| -12% | -$105K | 0.73% | 28 |
|
|
2022
Q4 | $833K | Sell |
2,370
-71
| -3% | -$24.9K | 0.85% | 26 |
|
|
2022
Q3 | $801K | Sell |
2,441
-14
| -0.6% | -$4.6K | 0.81% | 25 |
|
|
2022
Q2 | $852K | Sell |
2,455
-18
| -0.7% | -$6.24K | 0.81% | 25 |
|
|
2022
Q1 | $1.03M | Buy |
2,473
+23
| +0.9% | +$9.55K | 0.72% | 25 |
|
|
2021
Q4 | $1.07M | Buy |
+2,450
| New | +$1.07M | 0.68% | 29 |
|